Michael J. Rosen

Michael J. Rosen is President of ML Innovations, Inc., a fundraising and marketing consulting firm serving nonprofit organizations and the companies that assist them. An AFP Certified Master Trainer and winner of the prestigious AFP/Skystone Prize for Research, Michael is the author of the bestselling book "Donor-Centered Planned Gift Marketing."

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This textbook is written specifically for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. This introductory book addresses all of the major topics in planned giving law and taxation and features over 1,000 full-color illustrations and images that guide you through complex concepts in a visual and intuitive way. Distilled from his years of teaching Charitable Gift Planning at the undergraduate and graduate levels, James makes this topic accessible and enjoyable for the busy professional.

The paperback version of this book retails for $187.98. However, you can get the electronic version for FREE thanks to my friends at MarketSmart, just click here.

American Charitable Bequest Demographics

This book provides an extensive review of the changing nature of American charitable estate planning from 1992-2012 and includes over 50 charts and graphs. James presents information in a simple, visual fashion with each page containing a graph or chart, comments on the importance of the information, and details about the methodology behind the data. Much of the information presented comes from a long-running, nationally-representative, longitudinal survey including information about the final estate distributions from over 10,000 survey respondents who have died during the study.

• Major sections include:

• National demographic trends

• Trends in charitable plans among those aged 55+

• Examination of matured plans of deceased respondents

• Timing of charitable plan changes

• And much more!

The electronic version of this book retails for $9.99. However, thanks to James, you can get it for FREE when you subscribe to this blog site in the right-hand column. You’ll receive an email confirmation of your subscription that will contain a link to the book. (I recognize that your privacy is important, so I assure you that your email address will never be sold.)

Now that I’ve saved you a bundle of money, I’d like to suggest some books you can purchase that will inspire and help you achieve greater results. When you make your purchase, usually at a discount, at The Nonprofit Bookstore (powered by Amazon), a portion of every sale will be donated to charity.

Now, the blog site Nonprofit Community, hosted by publishers John Wiley & Sons and Jossey-Bass, has asked the question:

How Will the Fiscal Cliff Affect Nonprofits?

I, along with nine other Wiley and Jossey-Bass authors from different perspectives, respond. We offer insights and great advice for every nonprofit organization. By visiting Nonprofit Community, you’ll have a chance to hear from:

The 2012 Partnership for Philanthropic Planning’s National Conference on Philanthropic Planning has come and gone. I thought it was a terrific conference in New Orleans because of the efforts of staff and the volunteers.

Personally, I enjoyed co-facilitating a session, attending other sessions, meeting PPP’s new President/CEO, selling and signing copies of my book (Donor-Centered Planned Gift Marketing), seeing old buddies, and making new friends.

If you weren’t able to attend the conference, or even if you were there, I have some useful information for you:

1. Wiley Authors’ Central

Authors Michael J. Rosen, Margaret May Damen, Brian M. Sagrestano

During the conference, publisher John Wiley & Sons hosted a booth for the authors of four of its books. You can download the flyer describing the books here. The flyer also contains QR Codes you can use to download a free copy of the corresponding book’s Table of Contents and first chapter. Below, you’ll find the titles of the four books, which you can click to go to The Nonprofit Bookstore (Amazon) where you can learn more and purchase a discounted copy:

In New Orleans, leaders from PPP councils from around the country gathered for the Council Conversation. Philip Purcell, JD (Past President of the Planned Giving Group of Indiana), Barbara Yeager (Director of Operations at PPP), and I (Immediate Past President of PPP of Greater Philadelphia) facilitated the gathering. The program looked at “Tips for Teaching Adult Learners” and two innovative program ideas: World Café and Pecha Kucha.

PPP will be posting the materials from the Council Conversation on its website.

If you would like to discuss having me do a presentation for your group, please contact me.

3. New PPP President/CEO

During the conference, Michael Kenyon was introduced as PPP’s new President/CEO. I first wrote about Kenyon when his hiring was announced. In New Orleans, I had the opportunity to speak with him for a few moments. He’s eager to assume the helm of PPP later this month. He’s passionate about the organization and is looking forward to building on its strengths. I wish him well.

4. How to Order Session Recordings

If you attended the conference, you know that there were often many sessions of interest being presented at the same time. It was impossible to participate in all of them. If you weren’t in New Orleans, you sadly missed them all.

However, you don’t need to feel too disappointed.

PPP recorded virtually all of the sessions and is making them available in two formats: MP3 ($13 per session) and CD ($15 per session). A complete set of conference MP3 recordings is $199.

Today is the eleventh anniversary of the attacks on 9/11/01. It is the first anniversary of this tragic day that cannot be celebrated by Osama bin Laden. And, it is officially a National Day of Service and Remembrance.

To mark this important day in American history, Susan McDermott, Senior Editor at publisher John Wiley & Sons, shares her memories of the day no one will forget. Her blog post can be found at the Nonprofit Community blog by Wiley.

Recently, my friend Ligia Pena, CFRE ‏(@lpdiversa) informed me that publisher John Wiley & Sons is providing FREE samples from six e-books in the AFP Fund Development Series. You can download an entire chapter from each of the following titles by going to the Wiley site:

So, download and enjoy your free book samples today. When you’re ready to purchase a print or electronic version of the books mentioned, simply click on the title above to be taken to The Nonprofit Bookstore (powered by Amazon), purchase through the Wiley site, or go to your favorite bookseller.

[Publisher’s Note: “Special Reports” are posted from time-to-time as a benefit for subscribers and frequent visitors to this blog. “Special Reports” are not widely promoted. To be notified of all new posts, including “Special Reports,” please take a moment to subscribe in the right-hand column.]